MBA Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
5,730
+130
| +2% | +$10.9K | 0.22% | 83 |
|
|
2025
Q1 | $424K | Sell |
5,600
-30
| -0.5% | -$2.27K | 0.21% | 87 |
|
|
2024
Q4 | $396K | Sell |
5,630
-20
| -0.4% | -$1.41K | 0.2% | 87 |
|
|
2024
Q3 | $441K | Sell |
5,650
-258
| -4% | -$20.1K | 0.21% | 81 |
|
|
2024
Q2 | $429K | Sell |
5,908
-954
| -14% | -$69.3K | 0.22% | 81 |
|
|
2024
Q1 | $509K | Sell |
6,862
-512
| -7% | -$38K | 0.26% | 74 |
|
|
2023
Q4 | $519K | Hold |
7,374
| – | – | 0.29% | 77 |
|
|
2023
Q3 | $475K | Sell |
7,374
-66
| -0.9% | -$4.25K | 0.29% | 74 |
|
|
2023
Q2 | $502K | Sell |
7,440
-216
| -3% | -$14.6K | 0.3% | 72 |
|
|
2023
Q1 | $512K | Hold |
7,656
| – | – | 0.32% | 70 |
|
|
2022
Q4 | $472K | Sell |
7,656
-490
| -6% | -$30.2K | 0.31% | 71 |
|
|
2022
Q3 | $429K | Sell |
8,146
-682
| -8% | -$35.9K | 0.31% | 72 |
|
|
2022
Q2 | $520K | Sell |
8,828
-1,363
| -13% | -$80.3K | 0.36% | 67 |
|
|
2022
Q1 | $708K | Sell |
10,191
-273
| -3% | -$19K | 0.44% | 63 |
|
|
2021
Q4 | $781K | Sell |
10,464
-300
| -3% | -$22.4K | 0.48% | 58 |
|
|
2021
Q3 | $799K | Sell |
10,764
-100
| -0.9% | -$7.42K | 0.59% | 44 |
|
|
2021
Q2 | $813 | Sell |
10,864
-129
| -1% | -$10 | 0.38% | 44 |
|
|
2021
Q1 | $792 | Buy |
+10,993
| New | +$792 | 0.44% | 44 |
|